Important Topics We'll Discuss:
- How to position your assets to help minimize taxes, fees and losses, and maximize income.
- How to properly diversify to get the retirement you want
- Why most people look at the stock market the wrong way
- Learn to efficiently transition away from significant market exposure.
- Are there financial strategies that can help reduce your future tax liability?
- Why it's critical for your CPA or tax advisor to work closely with your advisor
- Strategies that can make retirement easier to manage and bring you peace of mind.
ABOUT YOUR PRESENTER CRYSTAL OCULEE
- Certified Tax Specialist®
- Certified Income Specialist®
- Certified National Social Security Advisor®
- Certified Estate and Trust Specialist®
- Certified Fund Specialist®
- Certified Annuity Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
© Confidence Wealth Management LLC 2023
Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes.